Blue Heron Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Blue Heron Capital has invested in 1 company.

Blue Heron Capital’s most common sectors for investment areinformation technology (40%) and software (20%) . The Firm’s most common investment types include growth capital (60%) and venture (40%). In total, Blue Heron Capital has invested in 7 US states and 2 different countries.

In the last 3 years, Blue Heron Capital has exited 1 company. The Firm’s most common exit type is trade sale (67%).

Join Mergr to view Blue Heron Capital’s full profile and discover more small private equity firm investors just like it.

M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity10
    • M&A Sell Activity3
  • Total Sectors Invested 6
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9

Blue Heron Capital

Blue Heron Capital

1519 Summit Avenue, Suite 200,
Richmond, Virginia 23235
United States
(804) 212-3400
www.blueheroncap.com
info@blueheroncap.com

Blue Heron Capital is a private equity firm focused on growth equity and lower middle-market buyout opportunities. Blue Heron looks to invest $3 to $7 million in businesses with $3 to $20 million in sales. Preferred sectors include tech-enabled business service companies and healthcare. Blue Heron will invest across the US, but prefers opportunities along the East Coast. Blue Heron Capital was established in 2006 and is based in Richmond, Virginia.


Investment Criteria

Sectors of Interest: Business Services, Education, Healthcare Services, Information Technology, Media, Safety/Security, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 3 20
Target EBITDA - -
Investment Size 3 7
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 8 1 - - - 1 10
Sell (0.4/yr) # 1 1 - - 1 - 3
  13

Most Recent M&A

Company Date Value Type
Redi.health, Inc. 2024-02-28 - Growth Capital
Columbus, Ohio · www.redi.health
STARC Systems, Inc. 2023-09-12 - Secondary Sale
Brunswick, Maine · www.starcsystems.com
WiserTogether, Inc. 2020-01-16 - Trade Sale
Boston, Massachusetts · www.wisertogether.com
Acclivity Health Solutions, Inc. 2020-01-01 - Growth Capital
Jacksonville, Florida · www.acclivityhealth.com
Tricast, Inc. 2018-07-18 - Trade Sale
Milwaukee, Wisconsin
Verisma Systems, Inc. 2015-10-15 - Growth Capital
Alpharetta, Virginia · www.verisma.com
Tricast, Inc. 2015-09-14 - Growth Capital
Milwaukee, Wisconsin
Apogee IT Services, Inc. 2014-04-21 - Growth Capital
Toronto, Ontario · www.apogeeitservices.com
PresenceLearning, Inc. 2013-04-25 - Venture
New York City, New York · www.presence.com
WiserTogether, Inc. 2013-01-03 - Growth Capital
Boston, Massachusetts · www.wisertogether.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (40%) - 4 (40%) -
Software 1 (20%) - 2 (20%) -
Healthcare Services 1 (20%) - 1 (10%) -
Internet Software and Services 1 (20%) - 1 (10%) -
Medical Products - - 1 (10%) -
Safety/Security - - 1 (10%) -
Total 5 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (80%) - 9 (90%) -
  New York 1 (20%) - 2 (20%) -
  Massachusetts - - 2 (20%) -
  Virginia 1 (20%) - 1 (10%) -
  Ohio 1 (20%) - 1 (10%) -
  Florida 1 (20%) - 1 (10%) -
  Wisconsin - - 1 (10%) -
  Pennsylvania - - 1 (10%) -
Canada 1 (20%) - 1 (10%) -
  Ontario 1 (20%) - 1 (10%) -
Domestic 4 (80%) - 9 (90%) -
Cross-border 1 (20%) - 1 (10%) -
Total 5 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (80%) - 6 (60%) -
Venture 1 (20%) - 4 (40%) -
Total 5 - 10 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (33%) -
Trade Sale 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Total 3 -

M&A Connections

Deals
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2006

Specialist/Generalist

Generalist

Leadership

Andrew Tichenor

Co-Founder & Managing Partner

Tom Benedetti

Co-Founder & Managing Partner

Gordon Crenshaw

Principal

Christine Lane

Controller

FAQ

When was Blue Heron Capital founded?

Blue Heron Capital was founded in 2006.

What type of investor is Blue Heron Capital?

Blue Heron Capital is a private equity firm.

Where is Blue Heron Capital headquartered?

Blue Heron Capital is headquartered in Richmond, Virginia.

 Subscribe to unlock this and 209,130
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal